Research analysts who have asked questions during SharkNinja earnings calls.
BR
Brooke Roach
Goldman Sachs Group, Inc.
6 questions for SN
Also covers: , AS, BURL +23 more
SF
Steven Forbes
Guggenheim Securities, LLC
5 questions for SN
Also covers: AAP, ARHS, AZO +15 more
AT
Andrea Teixeira
JPMorgan Chase & Co.
4 questions for SN
Also covers: CELH, CENT, CHD +20 more
Randal Konik
Jefferies LLC
4 questions for SN
Also covers: AKA, BIRK, BOWL +11 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
4 questions for SN
Also covers: ACI, BJ, CHD +16 more
Brian McNamara
Canaccord Genuity - Global Capital Markets
3 questions for SN
Also covers: CENT, COOK, DRVN +11 more
Alexander Perry
Bank of America
2 questions for SN
Also covers: COLM, CWH, FOXF +10 more
Phillip Blee
William Blair
2 questions for SN
Also covers: ARHS, COOK, DRVN +7 more
RK
Randy Konik
Jefferies
2 questions for SN
Also covers: BIRK, MANU, SIG
Megan Christine Alexander
Morgan Stanley
1 question for SN
Also covers: BC, CAG, COOK +15 more
Recent press releases and 8-K filings for SN.
SharkNinja Provides Update on Q4 2025 Performance, 2026 Outlook, and Strategic Initiatives
SN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- SharkNinja reported a very strong holiday season in Q4 2025, achieving anticipated double-digit growth across domestic and international markets, including significant performance in Mexico and new European regions.
- The company has a robust product roadmap for 2026, planning 25 new product launches and scaling out products from 2025, with new innovations in categories like air fryers and espresso makers, and the Ninja Fireside projected to generate $75 million-$100 million in 2026.
- SharkNinja is globally replatforming its direct-to-consumer business, with Canada and the US already live, and the UK and rest of EMEA scheduled for H1 2026, aiming for full global Salesforce integration by the end of Q2 2026 to enhance consumer experience and drive growth.
- International expansion continues with successful transitions to direct shipping in Poland, Benelux, and Nordics in Q4 2025, and planned transitions for Spain and Italy in Q1/Q2 2026, alongside entry into new markets like South Africa in Q2 2026.
- The company is investing in software integration, having hired approximately half of its goal of 100 software engineers, with the first hardware/software integrated products expected in H2 2026 to unlock more functionality and interactive user interfaces.
Jan 12, 2026, 2:00 PM
SharkNinja Reports Strong Q4 2025 Holiday Performance and Outlines Robust 2026 Growth Initiatives
SN
Guidance Update
Product Launch
New Projects/Investments
- SharkNinja experienced a very strong holiday season in Q4 2025, anticipating double-digit growth that was broad-based across retailers, product categories, and geographies, including strong domestic and international performance in Mexico and new European markets.
- The company plans a robust 2026 product roadmap, including the launch of 25 new products and scaling pent-up 2025 innovations in H1 2026, with the Ninja Fireside expected to be a $75-$100 million business in its first full year.
- SharkNinja is focused on "affordable, accessible innovation" across a wide range of price points and is expanding its direct-to-consumer (DTC) channels, including strong performance on TikTok Shop and the replatforming of its DTC business to Salesforce globally by the end of Q2 2026.
- The company is also expanding internationally, successfully transitioning to direct shipping in Poland, Benelux, and the Nordics in Q4 2025, with Spain and Italy to follow in Q1 and Q2 2026, and entering South Africa in Q2 2026.
- SharkNinja is investing in software integration, hiring software engineers to introduce hardware-software integrated products in H2 2026 that will offer more functionality and app connectivity while maintaining ease of use.
Jan 12, 2026, 2:00 PM
SharkNinja Reports Strong Holiday Season and Outlines 2026 Growth Initiatives
SN
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- SharkNinja experienced a strong holiday season in Q4 2025, anticipating double-digit growth across domestic and international markets, including Mexico and new European regions.
- The company plans a significant year for product innovation in 2026, with 25 new products slated for launch, alongside the scaling of products delayed from 2025, and expects the Ninja Fireside to become a $75-$100 million business in its first full year.
- Direct-to-consumer (DTC) replatforming to Salesforce is complete for Canada and the US, with the UK and rest of EMEA going live in H1 2026, aiming for global completion by the end of Q2 2026, which has already led to disproportionate growth in DTC revenue.
- SharkNinja is integrating software into its products, with the first hardware-software integrated products expected in H2 2026, and is continuing its global expansion by transitioning to self-distribution in several European markets and achieving triple-digit growth in Mexico in Q4 2025.
Jan 12, 2026, 2:00 PM
SharkNinja Projects Mid-Teens Growth for 2025 and Outlines Strategic Initiatives
SN
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- SharkNinja is on track for mid-teens top-line growth in 2025, with low teens growth in the US and high teens internationally.
- The company has a robust innovation pipeline, having developed 25 products in 2025 and planning to launch 25 new products in 2026.
- International business grew 25% in Q3 and is undergoing strategic shifts to move from distributor to direct models in several markets, with a long-term goal of 50% of business from outside the US.
- Gross margin performance is driven by supply base diversification, pricing on innovation, and favorable product mix, while the company has also demonstrated an ability to leverage OPEX.
- Capital allocation priorities focus on internal investments in new geographies and R&D, with share repurchases considered for 2026, and a continued focus on organic growth.
Dec 2, 2025, 8:45 PM
SharkNinja Discusses 2025 Growth, International Strategy, and 2026 Outlook
SN
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- SharkNinja is projected to achieve mid-teens top-line growth in 2025, with low teens growth in the US and high teens internationally.
- The international business grew 25% in Q3 2025 and is transitioning from distributor to direct markets in several regions through Q2 2026, aiming for EBITDA rate expansion.
- Gross margin improvements are driven by supply chain diversification, retailer partnerships, strategic pricing on innovation, and a favorable product mix from new categories.
- The company has a robust innovation pipeline, planning to launch 25 new products in 2026, following 25 product developments in 2025.
- Capital allocation prioritizes internal investment in new geographies and R&D, with share repurchases being considered for 2026 to enhance shareholder value.
Dec 2, 2025, 8:45 PM
SharkNinja Discusses Strong Growth, Innovation Pipeline, and Strategic Shifts at Morgan Stanley Conference
SN
Guidance Update
Product Launch
New Projects/Investments
- SharkNinja is on track for mid-teens top-line growth this year, with low teens in the U.S. and high teens internationally, and expects 16% top-line growth in Q4. The international business grew 25% in Q3.
- The company plans to launch 25 new products in 2026 and has diversified its supply chain to six countries outside of China.
- SharkNinja is strategically converting distributor markets to direct markets in regions like the Nordics, Poland, Benelux, Spain, and Italy to enhance control over retailers, direct-to-consumer channels, and marketing.
- The company has demonstrated pricing power with 80-90 price increases across products and was the second largest brand on TikTok Shop in October.
- Primary capital allocation priorities include internal investments in new geographies and R&D, with share repurchase being considered for 2026.
Dec 2, 2025, 8:45 PM
SharkNinja Reports Strong Q3 2025 Results and Raises Full-Year Outlook
SN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SharkNinja, Inc. reported strong Q3 2025 net sales of $1.63 billion, up 14.3%, and net income of $188.7 million, a 42.6% increase.
- The company achieved ten consecutive quarters of double-digit top and bottom line growth, with gross margins expanding by 140 basis points in Q3 2025.
- Growth was driven by robust performance, including a 56.7% increase in the Beauty and Home Environment segment and 25.8% growth in international sales.
- SharkNinja raised its full-year 2025 outlook, projecting net sales growth of 15.0% to 15.5% and adjusted net income per share growth up to 17.8%.
- Operational efficiencies, including nearly complete diversification of its US supply chain outside of China to countries like Vietnam and Malaysia, contributed to mitigating tariff impacts.
Nov 7, 2025, 12:42 AM
SharkNinja Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SN
Earnings
Guidance Update
CFO Change
- SharkNinja reported strong Q3 2025 financial results, with net sales growing 14.3% year-over-year to $1.63 billion, adjusted gross margins expanding to 50.3%, and adjusted EBITDA increasing 20.7% to $317 million.
- The company achieved record adjusted net income of $213 million and $1.50 per diluted share for Q3 2025.
- International net sales accelerated to 25.8% year-over-year, reaching $530 million, with notable strength in the U.K. and broad-based triple-digit growth in Latin America.
- SharkNinja raised its full-year 2025 guidance, now expecting net sales growth of 15%-15.5% and adjusted diluted EPS in the range of $5.05-$5.15.
- Adam Quigley was formally appointed as CFO, emphasizing his vision to continue building the finance function as a strategic partner.
Nov 6, 2025, 1:30 PM
SharkNinja Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SN
Earnings
Guidance Update
CFO Change
- SharkNinja reported robust Q3 2025 results, with net sales increasing 14.3% year-over-year to $1.63 billion and adjusted net income per diluted share rising 24% to $1.50, marking its 10th consecutive quarter of double-digit top-line growth.
- Profitability saw significant expansion, with adjusted gross margins surpassing 50% to reach 50.3% and adjusted EBITDA growing nearly 21% year-over-year to $317 million.
- The company raised its full-year 2025 guidance, now projecting net sales growth between 15% and 15.5%, adjusted net income per diluted share in the range of $5.05-$5.15, and adjusted EBITDA between $1.115 billion and $1.125 billion.
- International net sales were a key driver, accelerating 25.8% year-over-year to $530 million in Q3 2025, with notable strength in the U.K. and broad-based triple-digit growth in Latin America.
- Adam Quigley has been officially confirmed as SharkNinja's new Chief Financial Officer.
Nov 6, 2025, 1:30 PM
SharkNinja Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SharkNinja reported strong Q3 2025 results, with net sales growing 14.3% year-over-year to $1.63 billion and adjusted EBITDA increasing nearly 21% year-over-year to $317 million.
- The company achieved its 10th consecutive quarter of double-digit top-line growth and expanded adjusted gross margins by over 90 basis points year-over-year to 50.3% of net sales.
- Adjusted diluted earnings per share increased 24% year-over-year to $1.50.
- SharkNinja raised its full-year 2025 guidance, now expecting net sales growth between 15% and 15.5% and adjusted diluted EPS in the range of $5.05-$5.15.
- International net sales accelerated to 25.8% year-over-year growth, contributing to significant market share gains across categories.
Nov 6, 2025, 1:30 PM
Quarterly earnings call transcripts for SharkNinja.
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